In this episode of the Accounting Talent Podcast, Rob Brown and Jeff Phillips tackle one of the biggest challenges for accounting firms: retaining talent. They dive into why onboarding often fails, explore best practices, and discuss actionable steps for creating a smooth and engaging onboarding process. From setting clear job expectations to connecting new hires emotionally with the team, this conversation is packed with insights for reducing turnover and increasing employee engagement.

Key Takeaways

Proper onboarding reduces turnover and builds engagement.
New hires need clear job expectations from day one.
Emotional connections foster trust and team cohesion.
Structured check-ins improve communication and clarity.
Onboarding should include introductions to key team members.
A checklist can streamline the onboarding process.
Leadership involvement is essential to a successful start.

Killer Quotes

"The first 90 days decide whether they stay or go."
"Losing talent starts with poor onboarding."
"Give them a vision they can believe in."
"Clarity and connection keep employees engaged."
"Day one sets the tone for their entire journey."
"Without ownership, onboarding falls apart."
"Retention isn’t luck; it’s a process."

Accounting Fly Onboarding Checklist:

https://docs.google.com/document/d/1ryANrDaLPUAXyv5mChhsoLNCx0fVXEPATiTkDYp3gps/edit?tab=t.0

Want to Connect with a Global Accounting Audience?

Looking to promote your tech or software solutions to accountants worldwide? By sponsoring the Accounting Talent Podcast, you can reach an engaged, international audience of accounting professionals. With our growing YouTube channel, your sponsorship will live on multiple platforms, maximizing your brand’s exposure. Contact us to learn more about this fantastic opportunity!

Is Your Website Attracting Top Talent?

When potential talent lands on your website, what’s their first impression? If you’re not confident about your firm’s online presence, Rob Brown’s Employer Brand Audit could help. He’ll provide a narrated video showing what candidates are thinking when they visit your site, what’s engaging them, and what might be turning them off. If you’re serious about attracting the best, connect with Rob on LinkedIn to learn more.

You can watch this specific episode on our YouTube Channel here: https://youtu.be/OsmEcHvTNdI

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:

https://www.linkedin.com/company/talent-in-accounting

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.

TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.